Referral Program
Make It Easy to Deliver More Value to Your Clients
For CPA firms without in-house R&D tax credit expertise, Navatus Tax is your trusted specialty tax resource. We are specialists, not generalists, built to do one thing exceptionally well—R&D tax credits. We partner with accounting and advisory firms to help identify, calculate, and substantiate valuable tax incentives while allowing you to remain your client’s trusted advisor.
Unlike many specialty tax providers, Navatus does not compete with your firm’s core service offerings, including tax, audit, bookkeeping, or advisory services. Instead, we complement your existing capabilities by providing specialized expertise your clients need without requiring you to build an in-house R&D tax credit practice.
To make it a win for both your firm and your clients, Navatus offers an ongoing 15% referral incentive based on project fees.
How It Works
01
A clear scope of work is provided for every engagement.
02
Firms may receive a 15% referral incentive on project fees.
03
Navatus manages the R&D tax credit work while keeping your firm informed.
Why Partner with Navatus
Partner-led engagements
Former National R&D Practice Leader
Exclusive R&D tax credit specialization
Experience serving CPA firms nationwide
Millions of dollars in R&D tax credits identified and supported
Collaborative approach that strengthens your client relationships
Our Industries
Manufacturing
Manufacturers may qualify when they develop or design new products, improve production systems, test materials, reduce waste, improve efficiency, or solve production challenges.
Software & Technology
Software and technology companies may qualify for activities related to platform development, system architecture, feature enhancements, performance improvements, integrations, automation, security improvements, and testing.
Engineering
Engineering firms often perform qualifying work through design development, modeling, testing, prototyping, and problem-solving.
Architecture & Construction
Architecture and construction companies may have opportunities when they develop designs, improve building systems, test methods, solve site-specific challenges, or support complex project delivery.
Food & Beverage
Food and beverage companies may qualify when they develop new formulations, improve shelf life, test ingredients, refine production methods, improve packaging, or solve quality and consistency challenges.
Life Sciences & Medical Devices
Life sciences and medical device companies may have qualifying activities tied to product development, testing, formulation, prototype refinement, process validation, and design improvements.
Agriculture & Agribusiness
Agriculture and agribusiness companies may qualify when they test growing methods, improve equipment, develop products, refine workflows, or solve challenges related to yield, quality, efficiency, or production.
Aerospace & Defense
Aerospace and defense companies often perform technical design and development, testing, engineering, materials evaluation, and operations improvement work.
Distribution & Logistics
Distribution and logistics companies may have qualifying activities related to software development, automation, routing systems, workflow improvements, equipment modifications, and workflow optimization.
Talk with Navatus About Our Referral Program
You do not need to have every answer before reaching out. Navatus can talk through what may be possible and what steps make sense from here.